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Original filing (PDF)20251014142453NAL0003010561001
MOLY-COP USA, LLC
Form 5500
FILING_RECEIVED
MOLY-COP USA LLC 401(K) PLAN
401(k) retirement plan
Signals · 1
No recordkeeper disclosed
Active participants
132
Accounts w/ balance
151
Plan assets (EOY)
$21.1M
Net assets (EOY)
$21.1M
How this plan invests
This plan
28 pooled trusts
Schedule D
37 securities
funds · stocks · CUSIPs
Holdings are itemized directly on this plan's Schedule of Assets, below.
Plan health score (directional)
98
/ 100
Grade A
Top-tier plan health
Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.
Compliance & disclosures
100
Concentration risk
100
Total plan cost
100
Vendor stack
80
Participation health
100
Knocking points off
- No recordkeeper disclosed on Schedule C.
Decision-maker contacts
CFO / Head of HR / Benefits Manager — verified email + LinkedIn for MOLY-COP USA, LLC.
Plan sponsor
Name
MOLY-COP USA, LLC
EIN
20-1689954
Address
8116 WILSON ROAD · KANSAS CITY, MO · 641251327
Phone
(816) 231-9191
Industry
Manufacturingsee all
Plan administrator
Same as plan sponsor.
Plan characteristics
Plan number
001
Plan year
2024
Plan year begin
2024-01-01
Tax period
2024-12-31
Filed
2025-10-14
Pension benefit codes
2E · Profit-sharing
2J · 401(k) feature
2K · 401(m) arrangement
2F · ERISA section 404(c)
2G · Total participant-directed accounts
2S · Automatic enrollment
2T · Default investment account (QDIA)
3D · Pre-approved plan (master / prototype / VS)
Audit & trust (Schedule H)
Auditor
RUBINBROWN LLP
Trustee / custodian
—
Trustee phone
—
Service providers (Schedule C)
4 rowsAdvisor / Consultant
2| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| GLOBAL RETIREMENT PARTNERS LLC | 47-1411118 | — | INVESTMENT ADVISORY | $0 | — |
| WILSHIRE ADVISORS, LLC | 95-2755361 | — | INVESTMENT ADVISORY | $0 | — |
TPA / Administrator
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| PRINCIPAL LIFE INSURANCE COMPANY | 42-0127290 | — | CONTRACT ADMINISTRATOR | $68K | — |
Other
1| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ASCENSUS | 82-3719843 | — | OTHER SERVICES | $0 | — |
Investments
18 direct securities · 28 pooled funds· $26.1M(100% of reported assets)
Rows tagged as a trust or pooled fund hold many underlying securities. Click one to drill into its own Schedule of Assets — where the individual funds, shares, and CUSIPs live.
Common Collective Trust
$13.2M
23 holdings
Uncategorized
$7.6M
15 holdings
Pooled Separate Account
$4.4M
5 holdings
Common Collective Trusts
$622K
1 holding
Mutual Funds
$267K
1 holding
Guaranteed Income / GIC
$16K
1 holding
| PI | Investment | Type | Shares / units | Cost | Current value | % of plan |
|---|---|---|---|---|---|---|
| Great Gray Trust Company BlackRock Equity Index Fund Class 1 | — | — | $3K | $2.8M | 13.3% | |
| BLACKROCK EQTY INDX FD CLASS 1 GREAT GRAY TRUST COMPANY · EIN 20-3802168 / PN 001 | Common Collective Trust | — | — | $2.8M | 13.3% | |
| PRIN LIQUID ASSETS SEP ACCT-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 024 | Pooled Separate Account | — | $42K | $2.7M | 13.0% | |
| FLEXPATH IDX+ MOD 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 235 | Common Collective Trust | — | $79K | $1.8M | 8.6% | |
| FLEXPATH IDX+ MOD 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3188067 / PN 238 | Common Collective Trust | — | $49K | $1.2M | 5.7% | |
| FLEXPATH IDX+ MOD 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3002484 / PN 232 | Common Collective Trust | — | $50K | $1.0M | 4.8% | |
| LARGE CAP GRWTH FD III CI R1 GREAT GRAY TRUST COMPANY · EIN 38-7275327 / PN 001 | Common Collective Trust | — | $50K | $730K | 3.5% | |
| LARGE CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4065329 / PN 426 | Common Collective Trust | — | $33K | $705K | 3.3% | |
| MFS Investment Management Aggressive Growth Allocation R6 Fund | — | — | $23K | $705K | 3.3% | |
| FLEXPATH IDX+ AGG 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3026996 / PN 234 | Common Collective Trust | — | $31K | $703K | 3.3% | |
| Principal Life Insurance Company Principal Small Cap S&P 400 Index SA-Z | — | — | $6K | $680K | 3.2% | |
| PRIN MIDCAP S&P 400 IDX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 023 | Pooled Separate Account | — | — | $680K | 3.2% | |
| FLEXPATH IDX+ CON 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-3018134 / PN 233 | Common Collective Trust | — | $40K | $664K | 3.1% | |
| Great Gray Trust Company flexPATH Index+ Aggressive Retirement R1 | Common Collective Trusts | — | $40K | $622K | 2.9% | |
| FLEXPATH IDX+ MOD RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2851418 / PN 226 | Common Collective Trust | — | — | $622K | 2.9% | |
| American Funds New World R6 | — | — | $8K | $620K | 2.9% | |
| SMALL CAP VALUE II R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4126250 / PN 554 | Common Collective Trust | — | $29K | $525K | 2.5% | |
| FLEXPATH IDX+ CON 2045 R1 GREAT GRAY TRUST COMPANY · EIN 47-3144367 / PN 236 | Common Collective Trust | — | $25K | $490K | 2.3% | |
| Principal Life Insurance Company Principal Capital Appreciation SA-Z | — | — | $6K | $483K | 2.3% | |
| PRIN CAPITAL APPR SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 119 | Pooled Separate Account | — | — | $483K | 2.3% | |
| FLEXPATH IDX+ CON 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3216409 / PN 239 | Common Collective Trust | — | $21K | $461K | 2.2% | |
| Great Gray Trust Company Mid Cap Growth II Class R1 Fund | — | — | $36K | $456K | 2.2% | |
| Notes Receivable From Participants Notes receivable bearing interest at rates ranging from 5.25% to 10.50% with maturity dates through December 2029 — | — | — | — | $398K | 1.9% | |
| American Funds International Vantage R6 | — | — | $24K | $386K | 1.8% | |
| PRINCIPAL U.S. PROPERTY SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 027 | Pooled Separate Account | — | $2K | $374K | 1.8% | |
| FLEXPATH IDX+ AGG 2055 R1 GREAT GRAY TRUST COMPANY · EIN 47-3170652 / PN 237 | Common Collective Trust | — | $15K | $348K | 1.6% | |
| MID CAP VALUE FUND II CLASS R1 GREAT GRAY TRUST COMPANY · EIN 38-7312964 / PN 001 | Common Collective Trust | — | $26K | $329K | 1.6% | |
| Lord, Abbet & Co. LLC Short Duration Income Fund | Mutual Funds | — | $69K | $267K | 1.3% | |
| Great Gray Trust Company flexPATH Index+ Moderate Retirement R1 | — | — | $17K | $245K | 1.2% | |
| FLEXPATH IDX+ CON RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2916729 / PN 227 | Common Collective Trust | — | — | $245K | 1.2% | |
| Fidelity Investments Small Cap Index Fund | — | — | $7K | $193K | 0.9% | |
| MFS Investment Management Conservative Allocation R6 Fund | — | — | $12K | $190K | 0.9% | |
| COR BOND R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-1986152 / PN 325 | Common Collective Trust | — | $16K | $172K | 0.8% | |
| MFS Investment Management Growth Allocation R6 Fund | — | — | $7K | $167K | 0.8% | |
| FLEXPATH IDX+ AGG RETIRE R1 GREAT GRAY TRUST COMPANY · EIN 47-2836296 / PN 225 | Common Collective Trust | — | — | $138K | 0.7% | |
| Great Gray Trust Company flexPATH Index+ Conservative Retirement R1 | — | — | $8K | $138K | 0.7% | |
| FLEXPATH IDX+ AGG 2035 R1 GREAT GRAY TRUST COMPANY · EIN 47-2987118 / PN 237 | Common Collective Trust | — | $6K | $122K | 0.6% | |
| PRIN BOND MARKET INDEX SA-Z PRINCIPAL LIFE INSURANCE COMPANY · EIN 42-0127290 / PN 122 | Pooled Separate Account | — | $7K | $101K | 0.5% | |
| SMALL CAP GROWTH FUND II R1 GREAT GRAY TRUST COMPANY · EIN 38-4126288 / PN 592 | Common Collective Trust | — | $8K | $93K | 0.4% | |
| Invesco EQV International Small Co R6 | — | — | $5K | $92K | 0.4% | |
| INTERNATIONAL STOCK R1 FUND GREAT GRAY TRUST COMPANY · EIN 82-2436292 / PN 342 | Common Collective Trust | — | $4K | $49K | 0.2% | |
| * Principal Life Insurance Company Guaranteed Interest | Guaranteed Income / GIC | — | $16K | $16K | <0.1% | |
| Dimensional Fund Advisors Real Estate Secs I Fund 41 | — | — | — | $2K | <0.1% | |
| FLEXPATH IDX+ CON 2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2961375 / PN 230 | Common Collective Trust | — | — | $0 | <0.1% | |
| FLEXPATH IDX+ MOD2025 R1 GREAT GRAY TRUST COMPANY · EIN 47-2950747 / PN 229 | Common Collective Trust | — | — | $0 | <0.1% | |
| MID CAP VALUE R1 FUND GREAT GRAY TRUST COMPANY · EIN 38-4139852 / PN 630 | Common Collective Trust | — | — | $0 | <0.1% |
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